MGLens As of 18 Sept 2026

Most of the day's movement came from FX. NZD/USD deepened to -3.5% on the month (from -0.9%), its biggest move since August 26. Dollar-franc realized vol moved from +7.7% to +5.2%. USD/CHF extended to +3.0% on the month (from +0.0%). Two of its six groups moved at once.

4.5× its usual move

Dollar-franc realized vol moved from +7.7% to +5.2%, its biggest move since August 26. Aussie-dollar realized vol sits at +5.9%.

How much are currencies actually moving?
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2.2× its usual move

USD/CHF extended to +3.0% on the month (from +0.0%), its biggest move since June 29. USD/JPY moved from -3.0% to -0.9%.

How are the major currency pairs moving against the dollar?
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2.1× its usual move

NZD/USD deepened to -3.5% on the month (from -0.9%), its biggest move since August 26.

What is the carry trade delivering right now?
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1.6× its usual move

Dollar-peso realized vol moved from +4.2% to +4.8%. Dollar-rand realized vol moved from +7.2% to +8.3%.

What does EM real carry look like right now?
FREDunavailable

1.0× its usual move

Aussie-S&P co-movement went from -0.13 to -0.16. The dollar moved from +0.1% to +0.0%.

Where does the dollar sit, and is it stretched on valuation?
Yahoo Financeunavailable

Descriptive research, not investment advice